See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,805 | $160,055-22.6% | $140,016-11.6% | $135,375-8.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -1.37% | 911.38%-912.8pp | 651.12%-652.5pp | 519.73%-521.1pp |
| Employer contribution / active EE | $1,518 | $6,420-76.4% | $5,606-72.9% | $4,779-68.2% |
| Participant deferral / active EE | $3,575 | $7,642-53.2% | $6,927-48.4% | $5,609-36.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |